Link Patron Records
Millennium has a feature known as Linked patrons, which allows us
to put patrons into a linked group. From that group, staff can view
checked out items for any and all linked patrons
This gives us an excellent way to indicate, in the software, that the
2 records for a single person – one a card for his academic institution
and the other a public library card – are linked.
We have also confirmed that using Create Lists we can identify the
patron records that are in linked groups. At the end of an academic
year, we could use this ability to make a report (or even a Statement of
Checked Out items) for those public library patron records that are
linked to academic patron records.
On the Test server, I have made 2 records for myself, one as a Lasell
student and one as a resident of Wayland, and I have linked these 2
records.
There are 2 different patron accounts (2 different p numbers). Each
has the PTYPE appropriate for the respective Public library or academic
institution.
What Linked patrons does
NOT do:
- Cause patron blocks (delinquency) to apply to the linked records
- Allow requests to be fulfilled by checking out from a linked card
If a student holding an academic card comes into the public library,
staff can easily search for an existing library card issued by a public
library, or, create a new card – possible by copying the existing card
and recoding the relevant fixed field. Then the 2 records could be
linked together.
My 2 patron records on Test
Viewing my public library patron (when scanning 24869000081489)
If I click on the Linked Patrons tab, I can toggle between the 2 records
Below is the result of selecting my second record, the one that is coded as a Lasell patron
If I check off both patrons on the Linked Patrons tab, I can choose
View checkouts and see the combined checkouts of the 2 records.
The first 5 are on the Wayland Public Library patron record; the last one is on the Lasell College patron record.
In Create Lists we can search for any patron records that are linked to other patron records:
This shows that we can retrieve the linked patron records. From this
file, we could then generate any end of year reports needed.
Keep in mind that Minuteman policy allows linking 2 patron records
only in the case of 2 records for a single individual (namely a college
affiliated record and a public library record for the same person.)
MLN does not advocate for linking family members together. The term
Family ID is simply the Innovative terminology for indicating the
presence of a linked patron.
Linking 2 records
Suppose a Lasell student (Polly Patron) comes in and wants to use the public library.
Retrieve the public library record (or create it)
Go to the Linked Patrons tab (which is not yet linked to anything, as indicated by the (0))
Click on Link to
retrieve the record to which you wish to link.

Search by Name or by the college barcode, and select the record to which you wish to link.
and the college record will be linked to the public record.
